Building AI for the people who build, fix and power the world with their hands.
· Pantheon 2026: A Strategical Analysis
Self-learning needs data no single shop has. Autonomous agents raise the cost of a bad week. And the most important topics at Pantheon were the ones left off the stage.
Read more· Pantheon 2026: A Strategical Analysis
Abhi opened with Kodak. But Max is designed to remove the seats ServiceTitan charges for, the pricing comes 'after that,' and the product's old weakness is getting heavier.
Read more· Pantheon 2026: A Strategical Analysis
Homh is ServiceTitan's bid to own demand in the agent era. It can only rank its own customers, lives inside someone else's platform, and makes ServiceTitan the rating agency of the people who pay it.
Read more· Pantheon 2026: A Strategical Analysis
The CEO said independent agents fail and you need ServiceTitan's brain. The CTPO launched an MCP server so anyone's agent can run on ServiceTitan data. Both can't be the moat.
Read more· Pantheon 2026: A Strategical Analysis
ServiceTitan's field stack is engineered to raise the average ticket. The homeowner's AI agent is engineered to lower it. That's the biggest blind spot at Pantheon.
Read more· Pantheon 2026: A Strategical Analysis
The most revealing moment at Pantheon was an AI recommending more technicians. The trades' binding constraint is labor, and the conference barely touched it.
Read more· Pantheon 2026: A Strategical Analysis
AI as a multiplier only creates an edge if some competitors don't have it. In a market with fixed demand, the same agents sold to everyone mostly multiply the ad bill.
Read more· Pantheon 2026: A Strategical Analysis
ServiceTitan spent three keynotes selling the agentic operating system of the trades. Read each claim for what it has to be true, and who it actually serves.
Read moreI read four years of SearchLight's contractor marketing data. Channels rose, fell and reversed. One number held still: about one lead in five becomes a booked job.
Read moreSomeone rebuilt the Adobe suite and made every app agent-ready. When the interface costs nothing, software collapses into data, bridges and rails. Here's what that means, and what it looks like for contractors.
Read moreWatching Ada learn to walk prompts a letter about vulnerability, falling, and finding the strength to get up again.
Read moreA letter to Ada about cherishing childhood and carrying its curiosity, creativity, and joy into adulthood.
Read moreA letter to Ada about outward liberties, inner freedom, and finding her own voice.
Read moreA letter to Ada about her ancestry, her homeland, and finding a home as a citizen of the world.
Read moreA letter to Ada about family, unconditional love, and our kinship with all life.
Read moreA letter to Ada about curiosity, making sense of information, and never ceasing to learn.
Read moreA letter to Ada about love, the effort it asks of us, and the difference between loving and possessing.
Read moreA letter to Ada about imagination, the courage to follow reason, and the importance of sharing knowledge.
Read moreA letter to Ada about our small place in the universe and the meaning we give our lives.
Read moreA first letter to Ada, welcoming her into the world and beginning a conversation about life.
Read more